Everyone Is Watching AI While Crypto’s Bull Market Builds | Weekly Roundup

AI is absorbing investor attention while crypto fundamentals keep improving and fueling growing signs of the long-awaiting bull market.

This week, we debate the economics behind AI’s boom and whether crypto’s recovery deserves more attention.

We also explore data center financing, why Yano is buying Backpack, overlooked fintech growth, and whether AI agents will disrupt financial services. Enjoy!

TIMESTAMPS:

00:00 Intro

00:58 Silicon Valley’s AI Drama

02:52 What Could Pop AI’s Bubble?

08:49 AI’s Boom Vs The Debt Markets

12:33 Will Compute Demand Keep Growing?

15:53 The Economics Behind AI Compute

21:23 Is Crypto’s Bull Market Back?

30:29 Was SBF Actually A Great Investor?